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Analysis updated

Performance vs market

US$324,830

Total Value• 15 holdings

US$233,145

Total Returns105.8%

22.1%

Annualised (IRR)

Portfolio

S&P 500 (US)

Unrealized Returns
US$167,30975.9%
Realized Returns
US$52,59123.9%
Dividends
US$14,1966.4%
Currency Impact
-US$952-0.4%
Estimated Dividends
US$4,920/yr
1.5% Yield

Portfolio Snowflake

A past performer which is rather undervalued

15 holdings

Holdings

15
Fair Value
1Y chart
GEV

GE Vernova

US$882.64

3.2% undervalued intrinsic discount

4.6%+US$965
173.6%+US$14,016
US$22,066US$8,075
6.8%25
US$323.00
PLTR

Palantir Technologies

US$160.90

13.4% undervalued intrinsic discount

3.8%+US$582
846.1%+US$14,384
US$16,090US$1,700
5.0%100
US$17.00
XOM

Exxon Mobil

US$161.13

6.4% overvalued intrinsic discount

1.5%+US$476
183.1%+US$23,764
US$33,032US$12,897
10.2%205
US$62.91
JPM

JPMorgan Chase

US$289.91

15.9% undervalued intrinsic discount

1.1%+US$151
46.0%+US$4,831
US$14,496US$10,500
4.5%50
US$210.00
BAC

Bank of America

US$47.52

23.6% undervalued intrinsic discount

0.5%+US$144
64.2%+US$12,268
US$28,512US$19,100
8.8%600
US$31.83
JNJ

Johnson & Johnson

US$235.42

0.8% undervalued intrinsic discount

-1.1%-US$135
147.6%+US$7,530
US$11,771US$5,100
3.6%50
US$102.00
IREN

IREN

US$42.16

46.8% undervalued intrinsic discount

-1.9%-US$400
546.6%+US$17,820
US$21,080US$3,260
6.5%500
US$6.52
AMZN

Amazon.com

US$210.25

25.0% undervalued intrinsic discount

-2.3%-US$282
51.7%+US$4,292
US$11,984US$7,775
3.7%57
US$136.41
META

Meta Platforms

US$604.38

27.7% undervalued intrinsic discount

-2.9%-US$1,554
258.9%+US$41,062
US$51,372US$13,830
15.8%85
US$162.71
NVDA

NVIDIA

US$175.68

34.7% undervalued intrinsic discount

-3.4%-US$250
864.6%+US$15,003
US$7,027US$1,443
2.2%40
US$36.06
CRWD

CrowdStrike Holdings

US$413.31

15.7% undervalued intrinsic discount

-4.6%-US$995
49.6%+US$8,971
US$20,666US$13,100
6.4%50
US$262.00
TSLA

Tesla

US$380.78

9.7% undervalued intrinsic discount

-4.6%-US$1,849
72.3%+US$15,985
US$38,078US$22,100
11.7%100
US$221.00
BATS

British American Tobacco

UK£42.84

6.6% undervalued intrinsic discount

-5.7%-US$2,445
46.0%+US$17,736
US$40,279US$26,990
12.4%700
UK£30.00
UNH

UnitedHealth Group

US$269.54

26.1% undervalued intrinsic discount

-6.3%-US$361
-32.2%-US$2,884
US$5,391US$8,960
1.7%20
US$448.00
PLS

PLS Group

AU$4.26

26.6% undervalued intrinsic discount

-8.8%-US$288
12.4%+US$329
US$2,987US$2,658
0.9%1000
AU$4.15

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